Search results for: fed

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Global asset allocation update

Thank you for your continued interest in the research and insights from Columbia Threadneedle Investments.  Our Global Asset Allocation team continually monitors global economic and market conditions in order to develop our Investment Strategy Outlook.  If you would like to subscribe to this publication,  please click here. Source: Columbia Management Investment Advisers, LLC.

| | Tagged with: Asset Allocation, Equities, Fixed Income, Global Investing, Interest Rates, Monetary Policy

Counting on housing

Housing demand in the U.S. has not fully recovered from the last recession and there is much room for further gains. There are few if any excesses evident so far arguing for steady progress ahead.

Tagged with: Economy, U.S. Economy

Finding bond opportunities throughout the business cycle

Global bond markets respond in different ways throughout the business cycle. A flexible strategy can adapt its risk complexion to capture opportunities and mitigate downside.

Tagged with: Fixed Income, Investing

We remain dollar bulls given the likelihood of superior U.S. economic performance

We believe the weakness in the U.S. dollar is likely to remain temporary and that we can use the current correction to rebuild our dollar risk position. We expect the U.S. economy to outperform because it has fewer structural rigidities and should enjoy greater long-term productivity gains than comparable economies.

Tagged with: Global Economy, Monetary Policy, U.S. Economy

Challenges facing government money market funds

Investors with no risk tolerance or who need stable $1 NAV will likely gravitate towards government money market funds. Such funds may provide peace of mind and liquidity, but will be challenged to offer a competitive yield.

Tagged with: Global Perspectives, Investing

Global market outlook

In equity markets, we are generally positive on the major regions except emerging markets, which we continue to underweight. There are some selective opportunities in EM countries benefitting from lower oil prices and where the respective governments have committed to business-friendly reforms.
In bond markets, we see an increasing disconnect between the U.S. and UK, where yields should move higher, and Europe, where the ECB began intervening in secondary markets on 9 March.

Tagged with: Economy, Equities, Global Economy, Global Perspectives

In search of bond market liquidity

Liquidity in bond markets does not portend a crisis but does raise the risk of one as policymakers flirt with tighter monetary policy. The only sensible approach is to recognize the lack of liquidity, manage it and ensure there is proper compensation for illiquidity.

Tagged with: Fixed Income

Market volatility: Goldilocks in peril?

We have been in a “Goldilocks” economy, where growth was persistent, but still modest enough to be supported by central bank easing at any sign of weakness. That backdrop is changing, with stresses emanating from the emerging markets and limits to incremental central bank actions.

Tagged with: Economy, Global Economy, Global Investing, Investing, Markets

Q&A with Jeff Knight, Global Head of Investment Solutions and Asset Allocation

Q: What do you mean by “solutions” as referenced in your title and domain of responsibility? A: We use that word to refer to investment strategies whose success and risk are defined in an outcome-oriented way as opposed to a benchmark-oriented way.

| Tagged with: Asset Allocation, Equities, Fixed Income, Global Economy, Global Perspectives, Investing, Markets
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About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $503 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of June 30, 2015. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.